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Replenish Nutrients Holding Corp C.ERTH

Alternate Symbol(s):  C.ERTH.WT | VVIVF

Replenish Nutrients Holding Corp., formerly EarthRenew Inc., is an agricultural biotechnology company. The Company is an intellectual property developer of regenerative fertilizer solutions and sustainable manufacturing processes to support a farm system. By combining essential macro and micronutrients with its manufacturing process, it has developed a sustainable alternative to synthetic fertilizers that enhances overall soil function and biology while providing plant-available nutrients farmers rely upon for healthy crops. Its products include Super KS, Rebuilder and HESO. Super KS is a restorative regenerative fertilizer that improves soil biology while rebuilding plant-available sulphur and potassium levels in the soil. Rebuilder is a regenerative phosphate builder for depleted soils. HESO is into the maintenance series of regenerative fertilizers. It contains the most natural form of phosphate, potassium, and sulphur soil can get, sustainably setting soil up for long-term yield.


CSE:ERTH - Post by User

Post by BCdudeon Jun 03, 2022 2:20pm
310 Views
Post# 34730311

Very Unhappy

Very UnhappyThis is one of the most ridiculous financings I have ever seen, and reminds me the dangers of playing in the microcap space. They're raising far too much money at far too low a price, and is the exact opposite of how Verde Agritech has managed their diultion.

I one transaction they are adding what will likely be 43.7 million shares to the float at $0.25, not to mention another 43.7 million warrants that are effectively going to cap the price for the next four years.

What I would have expected from them during an equity transaction:

How about raising less capital at a slightly higher price -- say, $6 million @ $0.30, which would have added 20 million shares.

Half warrants at $0.45 would add another 10 million shares.

Warrants expiring in 24 months instead of 48 months.

TOTAL share count if all warrants exercised would be ~30 million shares

Instead, this is what we got:

$10.9 million @ $0.25, which adds 43.7 million new shares if overallotment option is exercised (which I would assume it will be due to high demand).


FULL warrants at $0.32 adds another potential 43.7 million shares.

These low-priced warrants are expiring in FOUR years.

TOTAL share count if all warants exercised will be ~87.4 million shares.

So, we're almost DOUBLING the share count to raise a paltry $10.9 million, which will actually end up being less once broker fees, etc, are extracted.

This management team may be able to execute on the agricutlural side of things, but they have so far proven incapable of executing on the financing side.

This will probably not go much higher than $0.35 for a number of years, because if it begins to rise there will be tens of millions of cheap warrants to flood the market.

Sigh. I sold most of my position this morning.






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